Salesforce posted solid results and AI progress, but slower growth and fair valuation limit upside in a competitive tech ...

When OpenAI two months ago agreed to rent an unfathomably large amount of data center capacity from Oracle (4.5 gigawatts, or ...

Larry Ellison, now Oracle’s CTO, has played a major role in helping the company win AI cloud deals and pivot beyond legacy software ...

Oracle just delivered a shocking forecast, backed by contracted sales, which will likely benefit Palantir along the way.

At the same time, Cisco data is being used to bolster the Splunk platform. Historically, Splunk has centered its data ingest ...

Google Cloud Data Transfer Essentials lets orgs run cross-cloud workloads in parallel with zero-charge qualifying traffic, ...

The new arrangement comes after a summer of contentious talks between the two companies, which have long been both collaborators and competitors in the race to ...

Moderately bullish activity in Nebius Group NV (NBIS), with shares down 36c near $88.83. Options volume roughly in line with average with 119k ...

Artificial intelligence chipmakers saw strong momentum this week as corporate earnings, cloud computing contracts, and ...

The enterprise technology landscape has undergone dramatic transformation over the past two decades, with SAP systems evolving from traditional business suites to sophisticated cloud-native platforms.